Portfolio Analyst

Our client, Apella Capital , LLC , is an investment advisory firm registered with the Securities and Exchange Commission. They are a rapidly growing firm building a national footprint, looking to expand their client service team with a highly motivated and dedicated Portfolio Analyst focused on providing exceptional service to our advisors and clients. This person should be an enthusiastic problem solver with strong communication skills, who can multi-task and work in a team environment.

RESPONSIBILITIES :

• Manage day to day model portfolio trading for multiple offices / financial advisors using trading software
• Monitor daily inflows and outflows and invest deposits as necessary
• Rebalance accounts and create appropriate cash as necessary
• Recommend tax efficient portfolio adjustments using a subset of investment model allocations as provided by the firm
• Utilize portfolio management and trading software to produce trade recommendations and drive portfolio allocation decisions
• Create manual trade recommendations without the use of trading software when needed
• Analyze client and prospect portfolios, and provide recommendations to achieve a broadly diversified investment strategy aligning with the firm’s investment philosophy
• Provide insight on financial markets
• Provide operational and administrative support to team of Financial Advisors and Planners
• Provide a high level of service to our firm’s clients
• Establish and maintain organized files and records in adherence with compliance requirements
• Plan and / or attend meetings as requested by the Advisors

REQUIREMENTS :

BENEFITS / PERKS :

Apella Capital offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.